7204378 Navigating in Oracle

Navigating in Oracle Applications Release 11 Student Guide

Table of Contents Introduction ....................................................................................................... 1-1 Introduction...................................................................................................... 1-2 Overview of Oracle Applications .......................................................................... 1-3 Signing On and Off Oracle Applications ................................................................ 2-1 Signing On and Off Oracle Applications................................................................. 2-2 Starting Oracle Applications ................................................................................ 2-3 Choosing a Responsibility................................................................................... 2-5 Expanding or Collapsing the Navigation List .......................................................... 2-8 Signing On and Off Oracle Applications................................................................. 2-10 Using Forms and Menus ...................................................................................... 3-1 Using Forms and Menus ..................................................................................... 3-2 The Navigator Window ...................................................................................... 3-3 Basic Form Terminology .................................................................................... 3-4 The Applications Toolbar.................................................................................... 3-8 The Toolbar Icons.............................................................................................. 3-9 Using Forms and Menus ..................................................................................... 3-15 Entering Data Using Forms .................................................................................. 4-1 Entering Data Using Forms ................................................................................. 4-2 Creating and Deleting Records ............................................................................. 4-3 Using a List of Values......................................................................................... 4-5 Entering Data Using Forms ................................................................................. 4-6 Clearing Data.................................................................................................... 4-12 Duplicating Data................................................................................................ 4-13 Flexfields ......................................................................................................... 4-14 Key Flexfields ................................................................................................... 4-16 Descriptive Flexfields ......................................................................................... 4-17 Saving Your Work............................................................................................. 4-18 Searching for Data .............................................................................................. 5-1 Searching for Dat a ............................................................................................. 5-2 Searching for Information.................................................................................... 5-3 Find Mode ....................................................................................................... 5-5 Query Mode...................................................................................................... 5-7 Speci fying Search Criteria ................................................................................... 5-9 The Difference between Query Mode and Find Mode............................................... 5-10 Reviewing Retrieved Records............................................................................... 5-11 Accessing Online Help ......................................................................................... 6-1 Accessing Online Help ....................................................................................... 6-2 Display Database Error ....................................................................................... 6-8 Running Reports and Programs ............................................................................ 7-1 Running Reports and Programs ............................................................................ 7-2 Reports and Programs......................................................................................... 7-3 Concurrent Processing ........................................................................................ 7-4 Standard Request Submission .............................................................................. 7-6 Submitting a Request ......................................................................................... 7-7 Viewing Requests .............................................................................................. 7-11 Four Phases of a Concurrent Request ..................................................................... 7-14 Running Reports and Programs ............................................................................ 7-19 Printing, Storing and Retrieving Reports ................................................................ 7-21

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Nav igating in Oracle Applications Release 11 i

Customi zing the Presentation of Data .................................................................... 8-1 Customizing the Presentation of Data..................................................................... 8-2 Oracl e Applications Folders................................................................................. 8-6 Folder Tools Menu ............................................................................................ 8-7 Customizing the Presentation of Data..................................................................... 8-8 Managing an Attachment to a Form ...................................................................... 9-1 Managing an Attachment to a Form ...................................................................... 9-2 The Attachment Icon.......................................................................................... 9-3 Managing an Attachment to a Form ...................................................................... 9-4 Viewing Common Forms ...................................................................................... 10-1 Viewing Common Forms .................................................................................... 10-2 Item Information Form .................................................................................... 10-4 Indented Bills Form ........................................................................................ 10-9 Orders Summary Form .................................................................................... 10-14 View Sales Orders Form .................................................................................. 10-19

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Nav igating in Oracle Applications Release 11 ii

Introduction Chapter 1

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Nav igating in Oracle Applications Release 11 1-1

Introduction Course Objectives After completing this course, you should be able to do the following: ·

Sign on and off of Oracle Applications

·

Enter and maintain data using Oracle Applications forms

·

Search for data using Oracle Applications forms

·

Access online Help within the Oracle Applications environment

·

Run and monitor reports and programs

·

Customize the presentation of data in Oracle Applications forms

·

M anage an attachment to a form

·

View some commonly used forms

Introduction This course discusses the basic features of navigating within Oracle Applications, Release 11. The aim is to enable you to navigate within any of the Oracle Applications forms, regardless of the application module. You will learn to enter data, retrieve information in the form of a query, maintain data, and access online Help. Additionally, concurrent processing and standard report submission topics will be discussed. This course is intended for all end users of Oracle Applications as a prerequisite to any applications course.

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Overview of Oracle Applications

Oracle Applications

Oracle Order Entry

Data entry

Oracle General Ledger

Forms

Tables

Oracle Server

Sample Flow of Oracle Applications Data Oracle Applications is a tightly integrated family of application products that share a common look and feel. Using the menus and windows of Oracle Applications, you have access to all the functions that you need to manage your business information. Oracle Applications software is highly responsive to users by providing full point- and-click capability. You use your mouse or keyboard to operate graphical controls such as pull-down menus, buttons, pop-up lists, check boxes, or alternative regions. An Oracle Applications form is a user’s interface to business data stored in the database. You may have called it a “screen” in other applications. You navigate between and within forms to enter and access information from the database.

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Nav igating in Oracle Applications Release 11 1-3

Signing On and Off Oracle Applications Chapter 2

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Nav igating in Oracle Applications Release 11 2-1

Signing On and Off Oracle Applications Section Objectives At the end of this section, you should be able to: ·

Log on to Oracle Applications

·

Choose a responsibility

·

Use the Oracle Applications Navigator

·

Explain the function of the buttons that appear on the Navigator window and other forms

·

Discuss the various components of an Oracle Applications form

·

Log off of Oracle Applications

Navigating in Oracle Applications To use Oracle Applications productively, you need to understand the various components of a form, the menu paths, and keystrokes necessary to access and navigate within the system to perform your various job tasks.

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Nav igating in Oracle Applications Release 11 2-2

Starting Oracle Applications Your connection to Oracle is driven through the internet. When you initially launch Oracle applications, you will see a M icrosoft Internet Explorer window open. This window runs the Java applet that connects you to the production instance (database). Windows NT Desktop Start ® Programs ® Oracle Production ® Production Oracle Applications Sign On

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Starting Oracle Applications

Logging On to Oracle Applications ·

User Name: Enter your assigned username, typically your M otorola Core ID. A username is a unique identifier for each person who will use the system.

·

Password: Enter your password. The first time you log in, the system will warn you that your password has expired and you will be required to change your password.

The Password field does not actually display the characters that you type into it in order to protect the confidentiality of your password. You should keep your password confidential to prevent unauthorized users from gaining access to the system. ·

Connect: Click Connect when you are finished entering your username and password.

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Choosing a Responsibility

Responsibility Relationships: Many to One Accounts Payable

Payroll

Selecting a Responsibility Once you have used the sign-on form to begin the logon process, you must tell the system what type of access you will be using. A respon sibility is a predefined set of data, menus, and forms that defines your particular level of authority while using the system. For example, you would want the Accounts Payable department of your company to access the invoice forms of the system, but you would not want them to be able to access any payroll information. Another example is that the controller of a department would want to have access to all the data that his or her employees can use, so the controller would want access to both accounts payable and payroll information.

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Choosing a Responsibility Properties The following is a list of the types of responsibilities and their particular properties that can be defined in Oracle Applications by your system administrator: ·

A restricted list of windows to which you can navigate. For example, a responsibility may allow certain Oracle Financials users to enter invoices, but not to enter suppliers (vendors) or customers.

·

A restricted list of functions you can perform. For example, two responsibilities may have access to the same window, but the window of one responsibility may have additional functional buttons.

·

Reports in a specific application. Your system administrator can assign groups of reports to one or more responsibilities, so the responsibility you choose determines the reports that you can submit.

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Choosing a Responsibility

Responsibility Assignments Each user has at least one responsibility and many users can share the same responsibility. Your system administrator can assign you any of the standard responsibilities provided with Oracle Applications, or create new custom responsibilities for you. If your system administrator assigns you just one responsibility, you will not see the Responsibility window. You will go right into the Navigator window for your assigned responsibility. If your sign-on opens a Responsibilities window, use one of the following methods to select a responsibility: ·

Use the up and down arrows to select a value and press [Return] on your keyboard.

·

Use your mouse to select a value and click OK.

·

Double-click a highlighted value to choose it

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Nav igating in Oracle Applications Release 11 2-7

Expanding or Collapsing the Navigation List Navigator Window The Navigator window displays the name of the responsibility you select in the window's title bar. Use this window to navigate to a form so you can perform a specific business flow. The forms that you can navigate to are displayed in a navigation list on the left side of the Navigator window.

Expanding or Collapsing the Navigation List Choose one of the following methods to expand an item to its next sublevel form: • Double-click the item. • Select the item and choose Open. • Select the item and choose Expand. To collapse an expanded item, select the item and choose Collapse.

Navigator Buttons Each user can access the Oracle Applications forms in several ways so that they can use the system quickly, according to their own computer style.

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Nav igating in Oracle Applications Release 11 2-8

Expanding or Collapsing the Navigation List

Expanding or Collapsing the Several Items To expand or collapse several items at once, choose one of the following buttons: • Expand All Children expands all the sublevels of the currently selected item. • Expand All expands all the sublevels of all expandable items in the navigation list. • Collapse All collapses all currently expanded items in the navigation list.

Navigator Buttons Click any of these buttons to expand or collapse several items listed on the Navigator M enu.

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Signing On and Off Oracle Applications Any Oracle Applications form M ® Action ® Exit Oracle Applications

Exiting Oracle Applications ·

Menu Bar: Choose Action ® Exit Oracle Applications or the F4 function key to log off the system

It is important to exit the system in this manner, rather than any other, as this is the only way to ensure that your username is cleared from system access. You will also have to close the Internet Explorer window that was opened when you initially started Oracle Applications.

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Nav igating in Oracle Applications Release 11 2 - 10

Using Forms and Menus Chapter 3

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Nav igating in Oracle Applications Release 11 3-1

Using Forms and Menus Section Objectives At the end of this section, you should be able to: ·

Open a form from the Navigator window

·

Define basic form terminology

·

Use the Applications toolbar

·

Use various menu options available in Oracle Applications

·

Discuss keyboard shortcuts

Using Forms and Menus This lesson discusses using forms and menus from the Navigator window. Form terminology, the Applications toolbar, and keyboard shortcuts will be explained to enable you to move quickly within Oracle Applications forms.

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The Navigator Window

Navigator: Functions The Navigator Window Each Oracle application has a Navigator window, which is the starting point for access into the application and the basis for a user to decide which job task they would like to perform. Use the "Close Other Forms" check box to specify whether multiple forms may be opened at the same time. You can switch between open windows by clicking on the desired window or by using the taskbar.

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Nav igating in Oracle Applications Release 11 3-3

Basic Form Terminology

Form Terminology 2

1

3

Form Terminology Oracle Applications Release 11 works specifically in a Network Computer Architecture (NCA), or Web-enabled environment. It is important to understand the terminology of the components within an Oracle Applications form. The following table defines 13 common terms used in Oracle Applications forms. Label Numbe r

Te rm

Definition

1

Menu bar

Use pull-down menus from this menu bar to navigate within a form

2

Window

An area where the user interacts with an application (Many windows can be open at one time and you can access these “ overlapping” windows to perform data entry or data search activities)

3

Window title T ext in the title bar that indicates the name of the window, and usually, context information pertinent to the information in that window

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Basic Form Terminology

Form Terminology 6 4

5 7

Form Terminology Label Numbe r

Te rm

Definition

4

Region

A logical grouping of fields set apart from other fields by a box outline

5

Alternative region

A collection of regions that occupy the same space in a window where only one region can be displayed at a time

6

Field

An area in a window that displays data or enables you to enter data

7

Button

A graphic element that initiates a predefined action when you click it

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Nav igating in Oracle Applications Release 11 3-5

Basic Form Terminology

Form Terminology

8 9 10

11

Form Terminology Label Numbe r

Te rm

Definition

8

Option buttonA button that indicates an individual selection is available within an option group

9

Dialog box

A window that requires you to act on its content before continuing

10

Scrolling region

A region, containing a scroll bar, in which to view other fields

11

Block

An area of information relative to a specific business function or entity

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Nav igating in Oracle Applications Release 11 3-6

Basic Form Terminology

Form Terminology

13

14

12

Form Terminology Label Numbe r

Te rm

Definition

12

Record or Row A set of one or more data items grouped for processing

13

Check box

A box in which you can toggle between an on/off or yes/no state for a particular value

14

Pop-up list or LOV

A list of values (LOV) for the current field, if available

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Nav igating in Oracle Applications Release 11 3-7

The Applications Toolbar

The Toolbar Window 1

2

3

Using the Toolbar The Toolbar window replicates many commonly used menu items so that you can invoke their actions quickly without having to search for them in the menu bar. The Toolbar window will display information in the message line that relates to the active form. You may need to resize or reorganize other open windows to keep these lines visible at all times. #

Te rm

Definition

1

Toolbar window

The window name

2

Message Line

Oracle Applications displays pertinent information for processing your form, including error messages

3

Status line

Oracle Applications displays status information

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The Toolbar Icons

The Toolbar Icons Save

Save and Proceed

Clear Form

Save The Save icon saves any pending changes.

Save and Proceed The Save and Proceed icon saves any pending changes and prepares the window for the entry of a new record.

Clear Form The Clear Form icon clears all data in the current form.

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Nav igating in Oracle Applications Release 11 3-9

The Toolbar Icons

The Toolbar Icons Clear Record

New Record

Delete Record

Clear Record The Clear Record icon clears all data pertaining to the current record in the window.

New Record The New Record icon creates a new record.

Delete Record The Delete Record icon deletes the current record from the database. This button is not always available because many records cannot be deleted from the Oracle database. An example is a customer record, which can only be inactivated, not deleted.

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Nav igating in Oracle Applications Release 11 3 - 10

The Toolbar Icons

The Toolbar Icons Navigate To

Attachments

List of Values

Navigate To The Navigate To icon returns you to the Navigator window.

Attachments The Attachments icon opens the Attachments window.

List of Values (LOV) The List of Values icon shows the list of values for the current field.

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Nav igating in Oracle Applications Release 11 3 - 11

The Toolbar Icons

The Toolbar Icons Edit

Window Help

Find

Edit The Edit icon opens the Editor window for the current field.

Window Help The Window Help icon displays general help for the current application.

Find The Find icon displays the Find window to search for data within a field.

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Nav igating in Oracle Applications Release 11 3 - 12

The Toolbar Icons

The Toolbar Icons Print

Folder Tools

Summary/Detail

Print The Print icon prints the current screen to your assigned default printer.

Folder Tools The Folder Tools icon displays the folder tool palette.

Summary/Detail The Summary/Detail icon switches between the summary and detail views.

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Nav igating in Oracle Applications Release 11 3 - 13

The Toolbar Icons

The Toolbar Icons Responsibility

Translations

Zoom

Responsibility The Responsibility icon displays other responsibilities and enables you to log on using a different responsibility.

Translations The Translations icon opens the Translations window.

Zoom The Zoom icon invokes a defined zoom (set up by your system administrator) and goes to that form.

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Using Forms and Menus Oracle Applications M ® Help ® Keyboard Help Keys

Using Keyboard Shortcuts You can perform some tasks with the keyboard that you can perform with the mouse. The table on the following page contains the available keyboard shortcuts.

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Nav igating in Oracle Applications Release 11 3 - 15

Using Forms and Menus Function

Keys

Block Menu Clear Block Clear Field Clear Form Clear Record Commit Count Query Delete Record Display Error Down Duplicate Field Above Duplicate Record Above Edit Enter Query Execute Query Exit Insert Record List of Values Next Block Next Field Next Primary Key Next Record Next Set of Records Previous Block Previous Field Previous Record Print Return Scroll Down Scroll Up Show Keys Up Update Record

Ctrl+B F7 F5 F8 F6 Ctrl+S F12 Ctrl+Up Shift+Ctrl+E Down Shift+F5 Shift+F6 Ctrl+E F11 Ctrl+F11 F4 Ctrl+Down Ctrl+L Shift+PageDown Tab Shift+F7 Down Shift+F8 Shift+PageUp Shift+Tab Up Ctrl+P Return Page Down Page Up Ctrl+K Up Ctrl+U

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Nav igating in Oracle Applications Release 11 3 - 16

Using Forms and Menus When you navigate to an Oracle Applications form you can use the pulldown menu to navigate within a form, to edit or retrieve data, or to perform various other actions.

Menu Item

Description

Action

Navigates to a window, saves or clears data in a window, refreshes a window, or exits the application

Edit

Edits your data in Oracle Applications

Query

Enters search criteria, runs a query, cancels a query, counts matching records, shows the last search criteria used, sees the next record, or sees the next page

Go

Navigates or zooms between fields, records, and blocks

Folder

Modifies and saves the display of information in a window

Special

Changes your responsibility, password, or sign-on, manipulates the Navigator window, and navigates to the Alter Effective Date or Track History windows

Help

Shows context-sensitive or system Help, quick-reference information such as the status and results of a report or program that was submitted to run, a keyboard mapping, a detailed explanation of any database warning message that you encounter, information about the current record, or general information about Oracle Applications

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Nav igating in Oracle Applications Release 11 3 - 17

Using Forms and Menus Oracle Applications M ® Action Action M enu

Using the Action Menu from the Menu Bar Menu Item

Description

Navigate T o

Displays the Navigator window

Zoom

Invokes custom-defined zooms

Save

Saves any pending changes in the current form

Save and Proceed

Saves any pending changes and proceed with data entry

Print

Prints your current window

Export

Exports this data into another application when available

Place on Navigator

Saves document to the Navigator window for later access

Refresh

Repaints the entire screen

Close Window

Closes the current form

Close Form

Closes all windows of the current form

Exit Oracle Applications

Quits Oracle Applications

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Nav igating in Oracle Applications Release 11 3 - 18

Using Forms and Menus Oracle Applications M ® Edit Edit M enu

Using the Edit Menu from the Menu Bar Menu Item

Description

Clear Field

Clears data from a field

Duplicate Field Above

Duplicates a field

List of Values

Displays a list of values for a field

Edit Field

Invokes the editor for a field

New Record/Delete Record

Deletes or creates a new record

Clear Record

Clears currently selected record

Duplicate Record Above

Duplicates the record above

Translations

Applies translation properties if applicable

Attachments

Adds attachments

Select/Deselect All

Selects and deselects objects in a window

Clear Block

Clears the current block.

Clear Form

Clears entire form

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Nav igating in Oracle Applications Release 11 3 - 19

Using Forms and Menus Oracle Applications M ® Query Query M enu

Using the Query Menu from the Menu Bar Menu Item

Description

Find

Displays the Find window to retrieve records

Find All

Retrieves all records

Enter

Invokes Enter Query mode to enter a search criteria for a Query-by-Example search

Run

Executes the Query-by-Example search

Cancel

Cancels the Query-by-Example search by exiting from the Enter Query mode

Show Last Criteria

Recovers the search criteria used in the previous search

Count Matching Records

Counts the number of records that would be retrieved if you ran the current Query-by-Example search

Get More Records

Fetches the next set of records retrieved from the current Query-by-Example search

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Nav igating in Oracle Applications Release 11 3 - 20

Using Forms and Menus Oracle Applications M ® Folder Folder M enu

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Nav igating in Oracle Applications Release 11 3 - 21

Using Forms and Menus Using the Folder Menu from the Menu Bar You can personalize the presentation of data within a form by using a folder definition. With a folder definition you can modify the width, sequence, and prompts of the fields you want to display. Additional features of a folder definition are: ·

Displaying only those fields you are interested in viewing

·

Displaying a subset of records based on your specific criteria

·

Automatically querying for a subset of records each time you open a specific folder

·

Keeping your folder customizations private or making them public for others to use

·

M aking your customizations the default layout for a folder

Note: Using Folders is covered in detail in the upcoming lesson “Customizing the Presentation of Data.”

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Nav igating in Oracle Applications Release 11 3 - 22

Using Forms and Menus Oracle Applications M ® Special Toolbar

Using the Special Menu from the Menu Bar The Special menu contains up to 15 Form-specific entries, including a list of commonly used Inquiry windows in the application, or perhaps, a commonly used window that a user may want to view often. If the current application has no form-specific entries, the Special menu is disabled. Menu Item Switch Responsibility

Description Enables you to change responsibilities without exiting the application

Change Password Changes the password for your username Sign On Again

Enables you to sign on using a different username and password without exiting the application

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Nav igating in Oracle Applications Release 11 3 - 23

Using Forms and Menus Oracle Applications M ® Help Toolbar

Using the Help Menu from the Menu Bar Menu Item

Description

Window Help

Displays Help for the current window

Oracle Applications Library

Displays a window that lists all available Oracle Applications Help text

Keyboard Help

Displays the current mapping of specific functions and menu options

Display Database Error

Displays the last error

Tools

Brings up the Tools submenu

Vie w My Requests

Shows the status of your concurrent requests

About This Record

Displays information about the current record

About Oracle Applications

Displays information about the current window and application

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Nav igating in Oracle Applications Release 11 3 - 24

Entering Data Using Forms Chapter 4

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Nav igating in Oracle Applications Release 11 4-1

Entering Data Using Forms Section Objectives At the end of this section, you should be able to: ·

Create and Delete records in a form using various editing functions

·

Use the list of values features to simplify your data entry

·

Use the Field Editor function.

·

Clear data in a form

·

Copy data from a previous record

·

Enter Data in Flexfields

·

Save edits to the database

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Nav igating in Oracle Applications Release 11 4-2

Creating and Deleting Records

Creating New Records New Record

Creating a New Record When you add a new record to the database, Oracle Applications will move the current record down and insert a new blank row. You add a new record by entering information into this blank row. After you finish entering the data for your new record, you must remember to click Save so that your newly added information will be written to the database. If you enter five new blank rows of information but do not click Save when you are finished, none of this newly added information will be updated in the database. How to Create a New Record From the Toolbar menu, Choose M ® Edit ® New Record. Or, click the New Record button on the toolbar. You can also click the down arrow on your keyboard to insert a blank row, if you are not in a table on the form. Additionally, some applications have a button labeled New, and clicking it will insert a blank row. Save the record by using the toolbar or the action menu.

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Nav igating in Oracle Applications Release 11 4-3

Creating and Deleting Records

Deleting Records Delete Record

Deleting a Record from the Database If you want to delete a record from the database, you must first display the record on your form and then click Delete Record. This option is not always available. For example, in Oracle Applications you cannot delete a customer once they have been entered; you can only inactivate their status. If you do not Save this new change to the database, the record is not truly deleted.

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Nav igating in Oracle Applications Release 11 4-4

Using a List of Values

List of Values

Using the List of Values The List of Values (LOV) feature is very useful while entering data in Oracle Applications. It provides you with a powerful, easy-to-use data entry method that increases your accuracy and productivity. Using the LOV makes data entry an easy task for novice users, and experienced users can enter correct data with a minimum number of keystrokes. Oracle Applications notifies you when a list of acceptable input values is available for a field by illuminating the List lamp on the status line, and the LOV icon on the Toolbar. When you display a list, the values appear in a window with a title that describes the contents. By using the LOV feature, you can save time and enter data quickly without having to memorize or look up valid data for each field. You can choose data from an online list of valid input choices whenever you want. Additionally, you are relying on Oracle Applications to validate your input since you will know right away if your entry does not match an option from the LOV. You can also program your application to use companyspecific terminology as valid values for certain standard and user-defined fields.

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Nav igating in Oracle Applications Release 11 4-5

Entering Data Using Forms Oracle Applications M ® Edit ® List of Values LOV window

Choosing a Value from a List To choose a value from a list, choose M ® Edit ® List of Values, or click LOV in the Toolbar window to display a list. If you do not want to view the entire list selection, you can reduce the length of a list, or select directly from the list by using some of the methods described below. ·

Prior to accessing the list window, type the first character(s) of a value to reduce the list to only those values that match the characters you enter.

·

In the list window, search for a value by clicking in the Find field, then enter your search criteria in the Find field and click the Find button.

·

Select a value directly from the list by using the mouse or keyboard to scroll through the list and then double-click the value to choose it, or click once on the value and then click OK or use the enter key to choose it.

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Nav igating in Oracle Applications Release 11 4-6

Entering Data Using Forms Once you choose a value, the list window closes and inserts the value into the current field. To close a list window without choosing a value, select Cancel. Note: Once you make a selection from the LOV, you will automatically advance to the next field.

List Search You can use the Auto-Reduction feature to reduce a list when you know the first few characters of your name selection. If you do not know the initial characters of your choice, but do know that your choice contains a certain word or set of characters, you can perform a list search to reduce a list. In the list window, enter any group of characters as search criterion in the Find field and click the Find button. You can use wildcard characters such as the percent sign (%) which represents any number of characters, or an underline (_), which represents a single character in your search criterion. For example, to reduce a list to only those choices that contain the phrase “schedule,” you would type %schedule% in the Find field and click Find. In any of these list search queries, it does not matter whether you use uppercase or lowercase letters as the search is not case sensitive.

Auto-Selection Using the list of values feature called Auto-Selection you can select a valid name from the list with fewer keystrokes. When you display the list window, you can type the first character(s) of the name you want in the Find field. If only one choice begins with the character(s) you enter, AutoSelection selects the choice, closes the list window, and enters the value in the appropriate field.

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Nav igating in Oracle Applications Release 11 4-7

Entering Data Using Forms Long-List Fields If a field has a “long-list”—that is, a list of more than 100 values—Oracle Applications will display the Enter Reduction Criteria for Long List window when you try to display the LOV.

Because it takes less time to display a reduced list than a complete longlist, Oracle Applications prompts you to enter the first few characters that occur in your value of interest to reduce the complete list. However, to view the entire long-list, enter the percent sign (%) at the prompt and all of the values will be displayed. Note: To avoid excessive network traffic and reduced performance, try to enter specific criteria, other than just a percent sign (%), whenever possible.

Power List The Power List feature provides an even faster method of data entry. If a field displays a List lamp and you know the value you want, simply enter the first few characters of the value in the field and press [Tab]. Power List will complete the entry for you. You can also include wildcard characters with your entry. You do not need to display the list window. If more than one value matches the characters you specify, a list window containing those values is displayed. If no values match the characters you enter, a list window containing all the values appears.

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Nav igating in Oracle Applications Release 11 4-8

Entering Data Using Forms Oracle Applications M ® Edit ® List of Values Calendar

Choosing a Date in the Calendar Window You can use a calendar to enter a valid value in a date field. If your date field supports time, you can also use the Calendar window to choose a valid time with the date. To enter a date, put your cursor in a valid date field. Select List of Values, to display the Calendar window. The date value that appears below the calendar is called the selected date, which is either the value already in the field, the default value of the field, or the current system date.

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Nav igating in Oracle Applications Release 11 4-9

Entering Data Using Forms Highlight and click the date on the calendar that you want to select. Note: Disabled buttons that show dimmed text represent invalid days, which cannot be chosen. Similarly, if a date field is display only, you can display the Calendar window for the field, but you cannot change the date shown on the calendar. Click OK to accept the selected date and close the window or click Cancel if you want to close the window without choosing a date.

Choosing a Time in the Calendar Window Click the hour and minute pull-down lists to set the time. The minute pulldown list displays twelve values between 00 and 55 at 5-minute increments. Note: If a value already exists in the current data and time field when you display the Calendar window and the minute value is not a 5minute increment, the minute pop-up list displays 13 values to include the minute value displayed in the field. Check AM or PM and Click OK to accept the selected date and time and close the window. Click Cancel to close the window without choosing a date or time.

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Nav igating in Oracle Applications Release 11 4 - 10

Entering Data Using Forms Oracle Applications M ® Edit ® Edit Field Editor

Editing a Field You can display an Editor window to view, enter or update the entire contents of a text field. The Editor window is especially useful for editing scrollable text fields. A scrollable text field is a field in which the actual width is greater than the display width, but you can review the contents by scrolling through the field. To use the Editor window for a field, choose Edit ® Edit Field. You can enter a new value or edit the existing value in the Editor window. If the current field is a display- only field, then the Editor window appears in display-only mode. You can also use the Editor window to search for a phrase and replace it with another phrase. Click Search in the Editor window to display a Search/Replace window. Then, enter a value in the Search For field, and enter the other value in the Replace With field. Click Search to search for the value, or click Replace or Replace All to search for the value and replace the first occurrence or all occurrences with your new value, respectively. Once you are satisfied with the value in the Editor window, click OK to close the window and insert the value into the field.

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Nav igating in Oracle Applications Release 11 4 - 11

Clearing Data

Clear Form

Clearing Data from a Form You can clear data from the screen at almost any time. Typically, you will use this feature when you start to enter data into a field and then change your mind. Oracle Applications will think you are in the middle of processing a record and may not proceed with your next task until you clear the field. The data you clear is simply erased from the screen and not deleted from the database. If the data is new and has never been saved to the database, it will be lost permanently when you clear it from the screen. Select Edit from the Toolbar window, and then the appropriate choice, to clear a field, record, block, or form.

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Nav igating in Oracle Applications Release 11 4 - 12

Duplicating Data

Copying Data from a Record All fields do not always copy! Item Item number number

Quantity

Item Item number number

Quantity

Price Price

Discount % %

Discount % %

Duplicating Data from a Previous Record To save time during data entry, you can duplicate data from a previous record if much of the data needs to be repeated again in the new record. How to Copy a Field Value from the Previous Record Place your cursor in the field whose value you want to duplicate. Select M ® Edit ® Duplicate Field Above, to copy the field value from the previous record into the current record. How to Copy All Field Values from the Previous Record Select M ® Edit ® Duplicate Record Above, to copy all field values from the previous record into the current record. Depending on the record storage in the database and relevant database tables, not all fields may be copied when using this feature. Be sure to check your new record carefully before you assume all fields have been copied into the new record.

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Nav igating in Oracle Applications Release 11 4 - 13

Flexfields

Flexfields

1

2

Using Flexfields to Enter and Query Data Numbe r

Type of Fle xfield

1

Key flexfield

2

Descriptive flexfield

A flexfield is a flexible data field that your organization can customize for your business needs without programming. Oracle Applications uses two types of flexfields: ·

Key flexfields

·

Descriptive flexfields

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Nav igating in Oracle Applications Release 11 4 - 14

Flexfields The Basic Business Needs for Flexfields With Oracle Applications flexfields you can satisfy the following business needs: ·

Using “intelligent” fields—fields comprising one or more segments, where each segment has both a value and a meaning

·

Relying upon your application to validate the values or the combination of values that you enter in intelligent fields

·

Changing the structure of an intelligent field depending on data in your application

·

Capturing additional information that is not provided by existing fields

·

Customizing data fields to meet your business needs without programming

·

Querying intelligent fields for specific information

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Nav igating in Oracle Applications Release 11 4 - 15

Key Flexfields Key Flexfields A key flexfield is a field that you can customize to enter multi-segment values such as part numbers, account numbers, and so on. Examples ·

P35-297-A

(part number)

·

0450-387-3478

(account number)

Using Key Flexfields in Oracle Applications A key flexfield is a field made up of segments, each of which has both a value and a meaning. You can think of a key flexfield as an “intelligent” field that your business can use to store information represented as codes. M ost organization use codes to identify general ledger accounts, part numbers, and other business entities. Each segment in the code represents a characteristic of the entity. A combination of segment values, also known as a key flexfield code combination, uniquely describes a business entity stored in a key flexfield. When you change the value of one or more segments in a key flexfield, you change the combination of segment values. Your organization decides the following information for each key flexfield: (1) how many segments an entity has, (2) what each segment means, (3) what values each segment can have, and (4) what each segment value means. Your organization can also define rules that govern which combination of segment values are valid (cross- validation rules) dependencies among the segments. A key flexfield looks like any other field in a block. You can simply type the segment values you want into a key flexfield and separate each segment with a character called a segment separator. Alternatively, you can open a flexfield window for a key flexfield to display a separate field for each of its segments.

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Nav igating in Oracle Applications Release 11 4 - 16

Descriptive Flexfields Descriptive Flexfields A descriptive flexfield is a field you customize to enter additional information for which your Oracle Applications product has not already provided a field. Example ·

You want to provide an additional field to enter an Internet address for a customer.

Using Descriptive Flexfields in Oracle Applications A descriptive flexfield gives you room to expand your forms, because Oracle Applications cannot predict all the possible information you may want to track. Your organization can use descriptive flexfields to capture additional information that is important and unique to your business. A descriptive flexfield appears in a block as a two-character, unnamed field enclosed in brackets. If you are viewing data in a table format, the descriptive flexfield will appear at the top of the column as an unnamed field enclosed in brackets. A descriptive flexfield window is displayed when you move the cursor into a customized descriptive flexfield. Your organization’s implementation team can customize a descriptive flexfield to include as many additional fields as your organization needs. These fields, also called segments, appear in the descriptive flexfield window.

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Nav igating in Oracle Applications Release 11 4 - 17

Saving Your Work

Saving a Record Save Record

Saving Your Work When you save your work, Oracle Applications updates the underlying database with the work you have done since you last saved your changes and then informs you that the transaction is complete. Saving your work is sometimes referred to as committing a change or committing a transaction. Oracle Applications always validates your work upon saving it. If any of the data you enter is invalid or missing, Oracle Applications displays a message describing the problem and does not save the data. To save your work, use any of the following methods: ·

Select M ® Action ® Save, from the menu in the Toolbar window.

·

Select M ® Action ® Save and Proceed, from the menu. This will save any changes you have made to the current window and move to the next record (new or existing) so you can enter another transaction.

·

Click Save or Save and Proceed in the Toolbar window.

·

Use keyboard shortcut [Ctrl] + [S].

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Nav igating in Oracle Applications Release 11 4 - 18

Searching for Data Chapter 5

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Nav igating in Oracle Applications Release 11 5-1

Searching for Data Section Objectives At the end of this section, you should be able to: ·

Search for existing data in an application using the Query mode

·

Use a Find window to perform a search

·

Include wildcards and query operators in your search criteria

·

Review records retrieved from a search

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Nav igating in Oracle Applications Release 11 5-2

Searching for Information

Searching for Information

Basic Business Needs In Oracle Applications you can quickly retrieve and review all available information in your database without having to remember the information displayed in the windows, or without having to print lengthy reports to see the data. Instead, you can simply run a search to obtain the information you want, and then review the data online in the same window you used to enter the data.

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Nav igating in Oracle Applications Release 11 5-3

Searching for Information By using the query function in Oracle Applications, you can satisfy the following information search needs. ·

Gain instant, online access to all of your application information. You can find information quickly and easily, without having to use a complex query language.

·

Search for a specific record or for a group of records based on criteria you enter. You can retrieve this information directly, without having to review all the information in your application database.

·

Search for information using criteria of different types or lengths, including a single letter, a single word, or a group of characters, or anything else you want to enter.

·

Find out how much information is available that matches your search criteria before a search for a single piece of information yields 10,000 responses.

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Nav igating in Oracle Applications Release 11 5-4

Find Mode

Find Mode 1 Select Select Find Find 2 Specify Specify search search criteria criteria 3 Click Click Find Find 4 Review Review retrieved retrieved records records

Using Find Mode To query for records in your current block or window, use a Find window. A Find window contains fields for entering search criteria. These fields are specific to the current form and often validate the search criteria you enter against a list of valid values. Generally, a Find window is displayed for those forms that have many records or for those forms that can be best searched using criteria in more than one field.

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Nav igating in Oracle Applications Release 11 5-5

Find Mode Using the Find Window Enter your search criteria in the appropriate fields of a Find window. If a field does not provide a list of values for you to choose from, you can enter wildcard characters in the search phrase. You cannot, however, use query operators (such as >,

Greater than

>99.1 or > ‘Joan’

>=

Greater than or equal to

>=55

<

Less than